MARKET REALITY
Growth Is Optional – Until It Isn’t
Many advisory firms are enjoying strong AUM and revenue. That success has earned adgisors the opportunity to work at a slower, more sustainable pace – but not the luxury of complacency. When marketing pauses, relevance erodes. When visibility fades, referral momentum weakens.
The challenge isn’t about working harder. It’s about maintaing presense and authority in a landscape where attention spans are short and competition for mindshare is fierce. Oak & Stone Advisor Marketing addresses the real challenge: How to stay top-of-mind without staying on the hamster wheel.
This is marketing built for longevity – not bursts of unsustainable effort that leave you exhausted and wondering if it’s worth it.
73%
FIRMS
Report declining referral rates when marketing goes silent
4.2x
HIGHER ROI
From consistent vs. sporadic marketing efforts
CORE SERVICES
what We Do
Oak & Stone Advisor Marketing provides end-to-end marketing support designed specifically for financial advisors. Strategy comes first – execution follows. Every service is built to reinforce visibility, authority, and long-term growth.
MARKETING STRATEGY & PLANNING
Clear direction built around firm goals, capacity, and growth stage. Strategy guides every decision – from messaging to channel selection.
EMAIL & NEWSLETTER MARKETING
Strategic email and newsletter programs designed to maintain consistent communication with clients and prospects – including content, scheduling, and ongoing management to support retention, referrals, and visibility.
WEBSITE UPDATES & OPTIMIZATION
Ongoing website edits to ensure messaging stays current, compliant, and aligned with the firm’s evolving positioning and services.
CONTENT CREATION
Content developed to position advisors as trusted authorities, including thought leadership, educational content, and ongoing brand messaging.
GRAPHIC DESIGN
Branded visuals that reinforce credibility across digital platforms, marketing materials, and client communications.
SOCIAL MEDIA MANAGEMENT
Consistent, professional presence across key platforms – planned, executed, and managed to maintain visibility without daily involvement from the advisor.
Marketing Built on Leverage, Not hustle
The objective isn’t more conversations-it’s better ones.
Instead of chasing attention with tactics that feel exhausting and inauthentic, we help advisory firms establish visibile authority, attract aligned prospects, and turn existing clients into referral engines. In short, we help your best clients clone themselves.
ESTABLISH BISIBLE AUTHORITY
ATTRACT ALIGNED PROSPECTS
ACTIVATE REFERRAL ENGINES
Transform satisfied clients into enthusiastic advocates who actively refer others in their network
REVOLUTIONIZE YOUR EXPERIENCE
The Oak & Stone Difference
The traditional marketing agency model requires you to manage the agency, approve every detail, and stay constantly involved. Oak & Stone operates differently. We become an extension of your firm, understanding your philosophy deeply enough to execute with minimnal input while maintaining your authentic voice.
STRATEGIC FOCUS
We prioritize quality over quantity, ensuring every marketing effort aligns with your firm’s values and attracts ideal clients.
SYSTEMATIC EXECUTION
Marketing systems that run smoothly without requiring constant oversight or draining your valuable time.
COMPOUNDING RESULTS
Each marketing initiative builds on the last, creating exponential returns on your visibility and authority investment.
CLIENT RESULTS
real Outcomes, Not Just Activity
“Not only am I getting more referrals and generating more business, but my current clients are noticing the quality of the information I’m providing and it helps my long-term credibility with them. I couldn’t do this on my own, that’s for sure.”
“The Oak & stone team has been a game-changer, effectively showcasing our message to clients and prospects. With their creativity, collaborative approach, and exceptional strategies, they’ve helped us connect with a wider audience and achieve remarkable results.”
“They’re helping us realign our social media and website to authentically reflect our brand identity. With their expertise and keen understanding of who we are, they’ve transformed our online presence.”
MARKET REALITY
Add-On Packages
in adition to ongoing marketing partnerships. Oak & Stone Advisor Marketing offers specialized add-on packages for firms looking to make a larger strategic investment
these services are delivered in collaboration with trusted partners and are structured as one-time projects with define timelines, layered on top of ongoing marketing tiers.
Website Rebuild Package
A strategic rebuild designed to modernize messaging, structure, and user experience – without disrupting ongoing marketing momentum.
- Website strategy and messaging alignment
- Page strucure and content direction
- Collaboration with vetted development partners
- Project oversight and timeline management
Website rebuilds are positioned as a foundational upgrade and are priced separately from monthly marketing services.
Video Production Package
Professional video content designed to support authority, visibility, and trust across digital channels.
- Video strategy and creative direction
- Coordination with trusted video production partners
- Content planning aligned to marketing goals
- Oversight of production timelines and delivery
Video production is offered as a standalone package and integrates seamlessly into ongoing marketing efforts.
PROVEN PROGRESSION
Your Marketing Roadmap
Working with Oak & Stone follows a proven progression designed to build sustainable marketing momentum without overwhelming your schedule or requiring constant oversight.
-
1
Discovery & Audit
We assess your current positioning, competitive landscape, and growth opportunities to identify quick wins and long-term strategic priorities.
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2
Strategy Development
Together, we craft a comprehensive marketing strategy aligned with your firm's values, capacity, and growth objectives.
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3
System Implementation
We build and launch marketing systems designed for consistency - from content calendars to client engagement frameworks.
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4
Ongoing Optimization
Through quarterly reviews and continuous refinement, we ensure your marketing evolves with market conditions and client needs.
Get a Clear View of Your Marketing Momentum
Wondering where your marketing stands todeay? Request a complimentary marketing review and we’ll provide a clear assessment of your current positioning, visilbility gaps, and specific growth opportunities.
This isn’t a sales pitch disguised as a consultation. It’s a genuine strategic review that gives you actionble insights – whether you work with us or not. You’ll walk away with clarity on what’s working, what’s missing, and where to focus your marketing energy for maximum return.
The review covers your digital presence, messaging clarity, competitive positioning, and referral infrastructure. You’ll receive specific recommendations tailored to your firm’s unique situation and growth stage.
HELP US HELP YOU
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